Navigating Your Primalogik Trial

Modified on Mon, Mar 27, 2023 at 10:07 AM

Welcome to Primalogik, an intuitive and simple-to-use performance management software! 

This article will explain how to populate your trial version of this software with your company's resources in order to understand how to get the most from Primalogik.

1. Invite Others

Let’s get started by inviting some team members to Primalogik so that we can get a better understanding of what this tool is capable of.

This is especially important for when you want to launch a performance appraisal, a 360 survey, or an opinion survey as we'll do later on in the guide. 

You can quickly enter new users using our 'Quick Add' function on the getting started page.

Add any of your coworkers that will be using Primalogik to this list using either the Quick Add feature or by importing contacts from a spreadsheet, from a Google Account, or with our BambooHR integration. 

2. Create the Questionnaire

You can either choose to create a new evaluation form or to edit an existing one. 

When you edit any form, you'll be able to change the answers, the rating scale, and edit the text area at the top of the questionnaire. 

You'll select what this survey should be used for at the top of the page using the drop-down.

Editing the question or section headings can be done by clicking the pencil button next to the text of each. You can also rearrange the questions or sections by clicking & dragging to your desired order.

If you're looking to change the options that the user will select from the rating scale, find the "manage rating scales" option at the top of the page.

If you're unsure about the best practices for creating a rating scale that's effective, you can consult the tips that we've added to the top of the Edit Rating Scale section.

Notice that each option you provide is changed in real-time in the system.

You can create as many additional questions and answer options as you need in order to get a full scope of your employee's opinions. 

If you want to create a new question click on the + icon after any question. Once you click it, you'll be able to select one of the three types of standard questions: Rating, Free Text, or Multiple Choice or advanced questions: Goal, Competency, or Responsibility.

You'll use the same steps to create a new section or a text box you can use to leave instructions or offer best practices. 

3. Launch an individual Appraisal

Now that you've invited your team and you've created some questionnaires, let's look at how easy it is to launch an Appraisal. By default, the system will include a self-review to be completed first and then a manager review for the appraisal. However, you can customize your workflow to have them completed simultaneous or manager review only.

On the Appraisals page click on "Launch" to the right of the user on the list that you'd like to launch an appraisal for.

Make sure that the user has a manager listed and it is the one that can provide the most valuable feedback for the employee. If not, select the pencil icon next to the manager to change it for the purpose of this appraisal only.

Select the review deadline dates and choose a questionnaire from the drop-down.

As in the example below, once Launch and Send Notifications is clicked Alex will receive an email notification letting him know that he has a self-review to complete, the deadline as well as a link he can click on to be brought right to his self-review to start completing it. Then as soon as he submits it, Frank will receive an email letting him know it is his turn to review his employee with the deadline and the link for him to click to go right to it and start filling it. In this scenario, Frank will be able to see all of Alex's responses to his self-review while he is completing Alex's appraisal.

4. Launch an individual 360° Survey

Launching a 360 survey is just as easy. To get familiar with this type of survey as it differs from an appraisal, take a quick look at our blog post about it.

From the 360 Surveys page, select the "Launch" button next to the person you would like to launch a survey for.

Select the deadline and choose the survey you'd like everyone to participate in.

Set the anonymity setting you prefer. Most commonly used is the option for Users with the HR Administrator privilege can identify respondents.

Next, we will choose the group of raters that will participate in the 360º survey. You can choose to search for an individual user by name or use "quick add" to add users by groups or teams.

Once you make your selection and press send, all of the raters will receive an email informing them that their feedback is requested, the deadline and a link they can click on to be brought right to the survey to begin filling it out.

5. Launch an Opinion Survey

You're almost on your way to becoming a Primalogik Pro. The last step is to launch an Opinion Survey.

On the Opinion Surveys page click on "New Survey"

Set your deadline. Give it a name and then select your questionnaire. By default, an opinion survey is 100% anonymous unless you select the box allowing anyone with Opinion Surveys privilege to identify respondents. 

Next, add your participants. As in 360 surveys, you can search by name or team or in many cases simply select Everyone from the Quick Add dropdown.

Once you click Save all participants will receive an email informing them that their feedback is requested and will include a link they can click on to be brought right to the survey and start filling it out.

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